LBP AM SA Q1 2025 Filing

Filed April 30, 2025

Portfolio Value

$6.5T

Holdings

363

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (363 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
1,297,793$487.2B7.52%
2
NVDANVIDIA CORPORATION
3,703,815$401.4B6.20%
3
AMZNAMAZON COM INC
1,603,137$305.0B4.71%
4
VVISA INC
672,495$235.7B3.64%
5
AAPLAPPLE INC
928,331$206.2B3.18%
6
LINLINDE PLC
379,247$176.6B2.73%
7
MAMASTERCARD INCORPORATED
306,281$167.9B2.59%
8
GOOGLALPHABET INC
906,722$140.2B2.16%
9
TMOTHERMO FISHER SCIENTIFIC INC
230,201$114.5B1.77%
10
AVGOBROADCOM INC
677,020$113.4B1.75%
11
TSMTAIWAN SEMICONDUCTOR MFG LTD
675,316$112.1B1.73%
12
METAMETA PLATFORMS INC
163,210$94.1B1.45%
13
LLYELI LILLY & CO
111,256$91.9B1.42%
14
UBERUBER TECHNOLOGIES INC
1,211,730$88.3B1.36%
15
SYKSTRYKER CORPORATION
228,469$85.0B1.31%
16
BDXBECTON DICKINSON & CO
342,485$78.4B1.21%
17
ADBEADOBE INC
182,860$70.1B1.08%
18
ACNACCENTURE PLC IRELAND
217,227$67.8B1.05%
19
ZSZSCALER INC
327,399$65.0B1.00%
20
AMDADVANCED MICRO DEVICES INC
620,786$63.8B0.98%
21
CRMSALESFORCE INC
236,078$63.4B0.98%
22
GOOGALPHABET INC
400,742$62.6B0.97%
23
VRTVERTIV HOLDINGS CO
864,352$62.4B0.96%
24
FMXFOMENTO ECONOMICO MEXICANO S
604,417$59.0B0.91%
25
CSCOCISCO SYS INC
902,572$55.7B0.86%
26
ORCLORACLE CORP
394,459$55.1B0.85%
27
MLB1MERCADOLIBRE INC
23,065$45.0B0.69%
28
TSLATESLA INC
171,319$44.4B0.69%
29
NOWSERVICENOW INC
54,287$43.2B0.67%
30
NEENEXTERA ENERGY INC
590,623$41.9B0.65%
31
NDAQNASDAQ INC
549,693$41.7B0.64%
32
DDOGDATADOG INC
419,805$41.6B0.64%
33
EQIXEQUINIX INC
47,513$38.7B0.60%
34
CLHCLEAN HARBORS INC
193,639$38.2B0.59%
35
RTXRTX CORPORATION
279,179$37.0B0.57%
36
XYLXYLEM INC
307,050$36.7B0.57%
37
PANWPALO ALTO NETWORKS INC
212,581$36.3B0.56%
38
HDHOME DEPOT INC
94,716$34.7B0.54%
39
JNJJOHNSON & JOHNSON
205,951$34.2B0.53%
40
ABBVABBVIE INC
161,094$33.8B0.52%
41
GEVGE VERNOVA INC
104,539$31.9B0.49%
42
CDNSCADENCE DESIGN SYSTEM INC
125,464$31.9B0.49%
43
MRKMERCK & CO INC
344,424$30.9B0.48%
44
SWSMURFIT WESTROCK PLC
675,573$30.4B0.47%
45
RSGREPUBLIC SVCS INC
124,723$30.2B0.47%
46
JPMJPMORGAN CHASE & CO.
121,303$29.8B0.46%
47
ECLECOLAB INC
116,885$29.6B0.46%
48
BALLBALL CORP
566,168$29.5B0.46%
49
UNPUNION PAC CORP
123,432$29.2B0.45%
50
SNOWSNOWFLAKE INC
199,300$29.1B0.45%
51
ISRGINTUITIVE SURGICAL INC
58,625$29.0B0.45%
52
BNTXBIONTECH SE
305,221$27.8B0.43%
53
IBMINTERNATIONAL BUSINESS MACHS
110,366$27.4B0.42%
54
SPGIS&P GLOBAL INC
53,789$27.3B0.42%
55
VRTXVERTEX PHARMACEUTICALS INC
53,541$26.0B0.40%
56
BMYBRISTOL-MYERS SQUIBB CO
423,719$25.8B0.40%
57
QCOMQUALCOMM INC
164,807$25.3B0.39%
58
BIRKBIRKENSTOCK HOLDING PLC
515,996$23.7B0.37%
59
ADPAUTOMATIC DATA PROCESSING IN
77,021$23.5B0.36%
60
GILDGILEAD SCIENCES INC
205,305$23.0B0.36%
61
PGPROCTER AND GAMBLE CO
133,551$22.8B0.35%
62
MMM3M CO
153,986$22.6B0.35%
63
DTDYNATRACE INC
467,422$22.0B0.34%
64
CLCOLGATE PALMOLIVE CO
233,337$21.9B0.34%
65
ABGCENCORA INC
76,495$21.3B0.33%
66
CFLTCONFLUENT INC
876,581$20.5B0.32%
67
INTUINTUIT
33,061$20.3B0.31%
68
CRWDCROWDSTRIKE HLDGS INC
56,563$19.9B0.31%
69
MRVLMARVELL TECHNOLOGY INC
321,530$19.8B0.31%
70
ABTABBOTT LABS
148,471$19.7B0.30%
71
MDBMONGODB INC
111,806$19.6B0.30%
72
SHWSHERWIN WILLIAMS CO
55,428$19.4B0.30%
73
SBACSBA COMMUNICATIONS CORP NEW
86,705$19.1B0.29%
74
OKEONEOK INC NEW
189,726$18.8B0.29%
75
PEPPEPSICO INC
125,057$18.8B0.29%
76
CBRECBRE GROUP INC
142,631$18.7B0.29%
77
UNHUNITEDHEALTH GROUP INC
35,609$18.7B0.29%
78
AEMAGNICO EAGLE MINES LTD
170,486$18.5B0.29%
79
BSXBOSTON SCIENTIFIC CORP
182,071$18.4B0.28%
80
SHOPSHOPIFY INC
187,793$17.9B0.28%
81
EDCONSOLIDATED EDISON INC
160,049$17.7B0.27%
82
UPSUNITED PARCEL SERVICE INC
159,623$17.6B0.27%
83
ZTSZOETIS INC
104,787$17.3B0.27%
84
WBDWARNER BROS DISCOVERY INC
1,602,918$17.2B0.27%
85
BACBANK AMERICA CORP
408,347$17.0B0.26%
86
GENGEN DIGITAL INC
639,268$17.0B0.26%
87
LYBLYONDELLBASELL INDUSTRIES N
240,483$16.9B0.26%
88
INTCINTEL CORP
721,565$16.4B0.25%
89
VENVENTAS INC
235,941$16.2B0.25%
90
ESTCELASTIC N V
181,493$16.2B0.25%
91
GEGE AEROSPACE
80,260$16.1B0.25%
92
BKNGBOOKING HOLDINGS INC
3,398$15.7B0.24%
93
NFLXNETFLIX INC
16,707$15.6B0.24%
94
MDTMEDTRONIC PLC
173,266$15.6B0.24%
95
RFREGIONS FINANCIAL CORP NEW
703,292$15.3B0.24%
96
COSTCOSTCO WHSL CORP NEW
16,010$15.1B0.23%
97
KMBKIMBERLY-CLARK CORP
105,514$15.0B0.23%
98
NXPINXP SEMICONDUCTORS N V
76,901$14.6B0.23%
99
VLTOVERALTO CORP
149,372$14.6B0.22%
100
SPGSIMON PPTY GROUP INC NEW
87,488$14.5B0.22%
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